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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 15 120 VANTIS #400 · ALISA VIEJO, CA 92656 | Recordkeeping | $18,978 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,397 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,707 | $87,733-8.0% | $106,548-24.3% | $85,850-6.0% |
| Participation rate | 81.7% | 71.9%+9.8pp | 76.1%+5.6pp | 69.3%+12.4pp |
| Annual return | 9.68% | 21.86%-12.2pp | 26.80%-17.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,169 | $3,469-37.5% | $4,398-50.7% | $3,952-45.1% |
| Admin fee / account holder | $335 | $6,767-95.1% | $7,407-95.5% | $6,260-94.7% |